We specialize in tax consulting, investment management, asset protection and retirement planning for physicians. We work closely with our client's other advisors to ensure compliance with the myriad ERISA requirements while helping minimizing risk in retirement plan assets. Additionally, our clients may enjoy significant tax savings due to our skill in structuring investment portfolios. Increasingly, due to the litigious nature of our society, we prepare and implement an asset protection strategy customized to protect our clients' personal and professional assets from creditors and plaintiffs.
*Registered Representative offering securities and advisory services through Cetera Advisors LLC, Member FINRA / SIPC. Cetera is under separate ownership from any other named entity.
Date business established: 1986
Discount: 10% Discount to Academy Members
Fee for initial consultation: Comp. to AAO & AAOE
Hourly fee: $375 if needed
Daily fee: N/A
State in which services are provided:
Location of international services:
Areas of expertise:
Accounts receivable financing, Asset protection, Brokerage, Business and strategic planning, Business development, Estate planning, Financial performance, Internal and external marketing, Investment advising, Marketing research, Refractive surgery marketing, Retirement planning, Succession planning, Tax planning